Corsair Gaming (CRSR)
NASDAQInformation TechnologyComputer HardwareSnapshot 2026-09-04
$12.72-0.39%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyComputer HardwareSnapshot 2026-09-04
QuarterlyIQ Insights · CRSR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -36.4% |
| Our one-year growth estimate | diamond | 3.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 39.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 19 industry peers · Company calendar date is not available
CRSR — officer change
Dated 2026-03-11
Director — Diana Bell: Ms. Bell will not stand for reelection at the Company’s 2026 annual meeting of stockholders.
Why it matters: Strong cash flow indicates financial health and ability to invest in growth.
Supportive ifOperating cash flow was over $75 million.
Worry ifOperating cash flow was under $60 million.
Why it matters: Lower cash flow raises worries. It shows how well the company runs and its money situation.
Worry ifIf cash from operating activities is below $25 million in Q2 2026, there are cash flow issues.
Less concerning ifIf cash from operations is over $30 million in Q2 2026, it shows strong performance.
Why it matters: Better margins show good cost management. This is important for making profits.
Supportive ifGross margin in Gaming Components and Systems was above 28.4%.
Worry ifGross margin in Gaming Components and Systems was below 25%.
Why it matters: Better profits are important for Corsair's future. Positive net income shows progress.
Supportive ifQ2 earnings report shows positive net income, exceeding $0.
Worry ifQ2 earnings report shows net income remains negative, worse than -$1M.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$313 on $10,000 · ±3.1% | How much price usually moves either way. |
| Bad day | $600 loss on $10,000 · 6.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,967 loss on $10,000 · 49.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Lower revenue guidance would signal ongoing challenges in the Gaming Components segment. This could hurt investor confidence.
Worry ifQ2 2026 revenue guidance below $295 million would confirm ongoing demand issues.
Less concerning ifIf Q2 2026 revenue guidance is above $320 million, demand is stronger than expected.
Why it matters: This report will show if Corsair is improving profitability and cash flow. Investors will look for signs of a return to positive net income.
Supportive ifThe earnings report shows positive net income for Q2 2026.
Worry ifThe earnings report shows a net loss for Q2 2026.
Why it matters: A drop in sector growth could hurt Corsair's sales. This is important to monitor for overall market health.
Worry ifSector revenue growth drops below its median for two consecutive months.
Less concerning ifSector revenue growth stays above its median for the same period.
Why it matters: A drop in gross margin would suggest that cost management and product mix improvements are failing.
Worry ifGross margin below 32% in Q2 2026 would confirm issues in cost management.
Less concerning ifGross margin stays above 32% in Q2 2026. This shows continued improvement.
Why it matters: Better margins mean Corsair is making more money on each sale. This is crucial for profitability.
Supportive ifGross profit margins increase by more than 1% compared to the previous quarter.
Worry ifGross profit margins decrease or stay the same compared to the previous quarter.
Why it matters: Higher cash flow shows better operations and financial health. This helps support growth plans.
Supportive ifCash from operating activities was more than $30 million.
Worry ifCash from operating activities was less than $25 million.
Why it matters: Hitting this revenue target shows strong demand. It also shows good execution, which helps investors.
Supportive ifQ3 net revenue reported above $350 million.
Worry ifQ3 net revenue reported below $320 million.
Why it matters: Beating this target shows strong operations. It also shows better profit margins.
Supportive ifAdjusted EBITDA was more than $21 million.
Worry ifAdjusted EBITDA was less than $18 million.
Why it matters: Sustained growth in this segment shows strong market demand and product acceptance.
Supportive ifGamer and Creator Peripherals revenue grew over 10% from last year.
Worry ifGamer and Creator Peripherals revenue grew under 5% from last year.